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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,377 | $106,923-38.9% | $84,023-22.2% | $152,909-57.2% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 18.47% | 105.02%-86.5pp | 71.32%-52.8pp | 345.46%-327.0pp |
| Employer contribution / active EE | $579 | $2,735-78.8% | $1,984-70.8% | $4,764-87.8% |
| Participant deferral / active EE | $1,102 | $4,013-72.5% | $3,239-66.0% | $5,851-81.2% |
| Admin fee / account holder | $2,210 | $8,289-73.3% | $6,102-63.8% | $11,601-80.9% |